CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+2,041
New +$224K ﹤0.01% 2776
2026
Q1 		– Sell
-2,573
Closed -$266K – 3061
2025
Q4 		$266K Hold
2,573
– – ﹤0.01% 2334
2025
Q3 		$265K Sell
2,573
-50
-2% -$5.07K ﹤0.01% 2252
2025
Q2 		$260K Sell
2,623
-560
-18% -$52.5K ﹤0.01% 2138
2025
Q1 		$298K Sell
3,183
-310
-9% -$30K ﹤0.01% 1947
2024
Q4 		$333K Buy
3,493
+550
+19% +$53.8K ﹤0.01% 1848
2024
Q3 		$282K Buy
2,943
+549
+23% +$50.2K ﹤0.01% 1912
2024
Q2 		$211K Sell
2,394
-1,217
-34% -$107K ﹤0.01% 2011
2024
Q1 		$329K Buy
+3,611
New +$311K ﹤0.01% 1724
2022
Q3 		– Sell
-596
Closed -$42K – 2671
2022
Q2 		$42K Hold
596
– – ﹤0.01% 2882
2022
Q1 		$51K Hold
596
– – ﹤0.01% 2764
2021
Q4 		$53K Hold
596
– – ﹤0.01% 2617
2021
Q3 		$50K Buy
596
+17
+3% +$1.46K ﹤0.01% 2574
2021
Q2 		$49K Buy
+579
New +$47.7K ﹤0.01% 2523

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $683M AUM 34.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CAPTRUST Financial Advisors's EUSA Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in iShares MSCI USA Equal Weighted ETF (EUSA) in Q2 2026: 2,041 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2776 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in EUSA as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in EUSA in Q2 2021 and has held it in 14 quarters since. The position peaked at $333K in Q4 2024. 154 funds tracked by Wall St. Rank hold EUSA as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,041 shares of iShares MSCI USA Equal Weighted ETF worth $233K as of Q2 2026.
  • iShares MSCI USA Equal Weighted ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • iShares MSCI USA Equal Weighted ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2776 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI USA Equal Weighted ETF in Q2 2021 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's iShares MSCI USA Equal Weighted ETF position peaked at $333K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held iShares MSCI USA Equal Weighted ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.